Office located at 3633 Inland Empire Blvd. Suite 860 Ontario, CA 91764
Additional offices by appointment only.
Steve Ruiz has over 15 years working mostly with small to medium size businesses and families to achieve their goals of growing their bottom line. Steve, a graduate of Cal State San Bernardino’s Jack H. Brown College of Business and Public Administration, has a personal passion for exceeding expectations and cultivating relationships to last a lifetime.
He is often called a people person, and a problem-solver with an attitude focused on learning from all experiences.
Steve whole heartedly believes in what he does and enjoys creating, building, and protecting his clients’ legacies. He develops custom tailored financial plans for individuals, families and businesses using prudent wealth planning techniques
Steve believes that a proper financial strategy blends both time proven tactics, as well as innovative new technologies to develop reliable income streams.